LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.15%
1,006
+50
102
$221K 0.14%
17,831
-98,962
103
$221K 0.14%
4,084
104
$208K 0.13%
5,640
105
$204K 0.13%
9,000
106
$204K 0.13%
20,000
107
$202K 0.13%
5,063
-3,965
108
$191K 0.12%
3,400
-2,600
109
$191K 0.12%
6,375
-450
110
$167K 0.11%
2,400
111
$161K 0.1%
5,040
-2,400
112
$156K 0.1%
6,450
-1,125
113
$155K 0.1%
3,000
-155
114
$155K 0.1%
7,675
-1,375
115
$154K 0.1%
1,250
116
$152K 0.1%
1,750
-640
117
$148K 0.1%
4,440
118
$140K 0.09%
616
-4,350
119
$122K 0.08%
1,500
120
$120K 0.08%
2,907
121
$117K 0.08%
7,050
-500
122
$116K 0.08%
1,500
+500
123
$110K 0.07%
2,182
124
$110K 0.07%
1,450
+450
125
$109K 0.07%
7,662
+7,386
3 4
5
6 7